Sunday, December 13, 2015

November 2015 - Low Cost Portfolio Update

Low cost portfolio YTD return was -3.97% in November. I received $52 distribution from First REIT.

Commodities was hammered badly, particularly oil. As a result, oil-gas-energy related stocks also took the beating. Taking opportunity of the weaknesses in the sector, I bought 900 shares of Keppel Corp at $7.09 per share. Keppel Corp TTM yield was ~6.7%. Of course there won't be guarantee that Keppel Corp can maintain the dividend rate, considering it's weakening cash position.

I topped up the $11.86 shortfall for the purchase, bringing YTD contribution to $81,011.86 in Nov.

Link to Yaruzi's low cost portfolio as of Nov 2015

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